See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,550 | $80,717-5.2% | $154,803-50.5% | $84,808-9.7% |
| Participation rate | 71.9% | 66.8%+5.1pp | 78.1%-6.2pp | 68.3%+3.6pp |
| Annual return | 25.32% | 37.96%-12.6pp | 58.88%-33.6pp | 40.90%-15.6pp |
| Employer contribution / active EE | $2,417 | $2,761-12.5% | $4,305-43.9% | $2,631-8.1% |
| Participant deferral / active EE | $4,769 | $3,303+44.4% | $5,540-13.9% | $4,212+13.2% |
| Admin fee / account holder | $4,741 | $6,746-29.7% | $14,329-66.9% | $7,344-35.4% |